港股异动 | 协鑫科技(03800)早盘涨近4% 颗粒硅成本优势凸显 公司市占率有望持续提升
协鑫科技(03800)早盘涨近4%，截至发稿，涨2.88%，报1.07港元，成交额5056.77万港元。
消息面上，申万宏源香港表示，随着协鑫科技第一个10万吨基地乐山基地达产，颗粒硅实际生产成本逐步清晰。随着国内西部地区优惠电价逐步取消，颗粒硅成本优势将凸显。此外，颗粒硅质量不断改善，目前颗粒硅在下游P型拉晶量产中全投比例约18-40%，N型拉晶量产全投比例约10-30%。
该行指出，公司在硅料磨底阶段加速扩产，22-24年末颗粒硅名义产能分别达14万吨、30万吨、40万吨，市占率分别为6.6%、12.8%、15.6%，认为公司将充分享受颗粒硅市占率提升的技术红利。
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